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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,897 | $78,690-31.5% | $161,489-66.6% | $87,485-38.4% |
| Participation rate | 96.4% | 67.5%+29.0pp | 78.7%+17.7pp | 68.9%+27.5pp |
| Annual return | 17.18% | 32.74%-15.6pp | 89.72%-72.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $6,507 | $2,588+151.4% | $4,268+52.4% | $2,596+150.6% |
| Participant deferral / active EE | $4,141 | $3,311+25.1% | $5,630-26.4% | $4,274-3.1% |
| Admin fee / account holder | $1,095 | $6,724-83.7% | $16,006-93.2% | $7,775-85.9% |